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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

With Carizma First, you can easily and swiftly generate recurring documents like contracts, rental agreements, quotes, and invoices, regardless of your level of expertise. The platform not only evaluates the risk associated with each document but also triggers necessary workflows for review and approval, thereby ensuring adherence to compliance standards and effective risk management while maintaining both accuracy and efficiency. By utilizing a simple questionnaire, it guarantees the selection of the appropriate template along with the incorporation of all relevant data and parameters. Documents are generated automatically based on the responses in the questionnaire and other data sources, such as SAP. Additionally, users have the option to upload attachments directly through the questionnaire, which can be seamlessly integrated into the final document. This streamlined process enhances productivity, making it easier for organizations to handle their documentation needs effectively. Moreover, Carizma First’s intelligent risk assessment feature provides an extra layer of security by ensuring that potential issues are addressed before finalization.

Description

Enhance your workplace efficiency with Formstack’s productivity platform, which empowers over 27,000 organizations to streamline essential tasks, automate their workflows, and refine processes without the need for coding. It provides everything necessary to expedite digital operations effectively. Formstack combines all of its productivity tools into a single, cohesive solution, allowing users to swiftly design custom forms, populate digital documents with data, and gather eSignatures seamlessly. With its powerful form-building capabilities, you can create impactful workflows in just minutes, making it easy to automate tasks and gather information from anywhere without requiring IT assistance. The document generator eliminates tedious copy-and-paste tasks by converting data into elegantly formatted documents that are easily shareable. Additionally, the intuitive drag-and-drop eSignature tool removes the hassle of physical paperwork, enabling the collection of digital signatures for any forms or documents on various devices. This integrated approach not only optimizes productivity but also enhances collaboration within teams. By utilizing Formstack, organizations can move towards a more efficient and digitally adept workplace environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
BambooHR
Caspio
Chargebee
Clevy
Docusign
Ecwid
Eventbrite
Google Forms
Harvest
Integrately
Jotform
Kommo
Pipeline CRM
Realvolve
Spiro
SuiteCRM
SurveyMonkey
Typeform
Vtiger CRM

Integrations

ActiveCampaign
BambooHR
Caspio
Chargebee
Clevy
Docusign
Ecwid
Eventbrite
Google Forms
Harvest
Integrately
Jotform
Kommo
Pipeline CRM
Realvolve
Spiro
SuiteCRM
SurveyMonkey
Typeform
Vtiger CRM

Pricing Details

$400 one-time payment
Free Trial
Free Version

Pricing Details

$29 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Axicos

Country

Switzerland

Website

www.axicos.com/benefits/secure

Vendor Details

Company Name

Formstack

Founded

2006

Country

United States

Website

www.formstack.com/products/documents

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Product Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Alternatives

Alternatives

HighQ Reviews

HighQ

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